+46.1%
ASML vs APH
+16.5%
+29.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -6.2% | +2.6% | 0.0% |
| 7D | -10.0% | -2.4% | -7.6% | -8.8% |
| 30D | -19.4% | -9.5% | -10.0% | -14.8% |
| 3M | -12.5% | -7.6% | -4.9% | -8.7% |
| 6M | +8.2% | +12.4% | -4.2% | +2.1% |
| YTD | +40.7% | +17.5% | +23.2% | +22.1% |
| 1Y | +46.1% | +16.4% | +29.7% | +27.0% |
| All | +46.1% | +16.5% | +29.7% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded APH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling